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Roman Kisz - FINANCIAL ADVISOR in Camarillo, CA

Roman Kisz

FINANCIAL ADVISOR

5.0
(2)
Originally from the Midwest, I enlisted in the United States Air Force directly out of high school. I served overseas in England for three years and returned stateside to Texas where I finished my six-year enlistment. After a voluntary hono...... Show More
Location & Business Hours
Tuesday
08:30AM to 04:30PM
Wednesday
08:30AM to 04:30PM
Thursday
08:30AM to 04:30PM
Overall Ratings
5.0
(2)
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Reviews from Web
  • 5.0
    google
    I
    Ilene R
    Posted on May 12th, 2021 12:00 AM
    Roman was patient and kind. He never made me feel like I was dumb when it came to financial understanding. If he needed to show again or explain in a different way again he would without any frustration. He used good story’s to help me understand....
    read more
  • 5.0
    google
    A
    Antonio R
    Posted on May 12th, 2021 12:00 AM
    Going to Roman has helped me realize what steps I need to take to accomplish my retirement goals/plans. He creates a profile tailored to your situation and goals. He’s very responsive to your needs and situation and let’s you know what’s the...
    read more
  • 2 of 2
    About
    Originally from the Midwest, I enlisted in the United States Air Force directly out of high school. I served overseas in England for three years and returned stateside to Texas where I finished my six-year enlistment. After a voluntary honorable separation, I worked in retail and coached various sports at a private school in the North Dallas area. Four years later, I graduated with my bachelor's degree in public affairs from The University of Texas at Dallas. While In Texas, I met my wife of over ten years, we have two beautiful boys who keep us on our toes at all times.After graduating, I worked in a few different industries in sales and managerial roles but in 2019, I found my home and purpose at Edward Jones as a financial advisor. This firm has enabled me to build and grow a business that I can be proud of. In 2022, I obtained my Accredited Asset Management Specialist™ or AAMS™ designation to help serve my clients more completely. In 2023, I also obtained my Chartered Retirement Plans Specialist™ or CRPS™ designation to help serve businesses with retirement plans.As your financial advisor I have two main goals… To ensure you are receiving as much value as you deserve and that you consider me as your most trusted advisor. I work with individuals, families, small business owners and small to mid-size corporations. Are you being asked the right questions to make achieving your goals a reality? My responsibility as your financial advisor is to make sure you are speaking with your tax professional, estate attorney and other crucial pieces of your advisory team to make the very best decisions for today that will help to positively impact your future.Our branch office administrator, Loretta Holliday, makes sure that our clients receive the very best service we can offer. We care about you, your goals and making sure we assist in every way possible. Please reach out today; we would love to speak with you.
    Specialities
    Military Professionals & Veterans
    Portfolio Reviews
    Business Retirement Plans
    College Savings
    Estate & Legacy Strategies
    Entrepreneurs & Business Owners
    Basketball
    Football
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    55
    /850
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    Positions
    • AAMS™
    FAQs
    Here are some Frequently Asked Questions about Roman Kisz
    What organization is Roman Kisz associated with?
    Roman Kisz is associated with Edward Jones.
    What is Roman Kisz’s work email address?
    Roman Kisz’s professional email address is r********z@e**********.com. You can also email Roman Kisz by clicking on the contact Roman Kisz.
    Where is Roman Kisz based out of?
    Roman Kisz’s primary location is Camarillo, CA.
    What is Roman Kisz's phone number?
    Roman Kisz's phone number is (805) 764-2010
    What is Roman Kisz's title??
    Roman Kisz is a FINANCIAL ADVISOR.